1.2.1. From your admin section, on your left-hand side menu click on the 
settings icon, this action will take you to the overview page.
1.2.2. On the left-hand side menu, click on "Category", which will open the Category's panel list.
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1.2.3. Click on the "Create a New Category" button in the upper right corner; this action will open the panel to create a new Category.
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1.2.4. To create a new Category, make sure you provide all the necessary information.
1.2.5. Proceed by clicking on “Create” button.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
1.3. Constraints
When it comes to creating a Category , there are a few important considerations.
1.3.1. If you forget to fill in a required field, you won't be able to successfully create a Category.
1.3.2. Please note that the Category Name field is mandatory on the create Category form
1.3.3. Additionally, not having the necessary permissions will prevent you from successfully creating a Category.
1.3.4. Similarly, if you try to create a Category with a name that has already been used, the Category won't be created successfully.
Once created, these Categories can be selected and linked when creating Income/ Expenses, helping to categorize Income/ Expenses under the appropriate category for more organized budget management.
1.4. Issues that may arise
When you're attempting to Create a Category, there are a couple of potential issues that might come up.
1.4.1. If you lack administrator permission to create Categories, you won't be able to proceed with Category creation.
1.4.2. Forgetting to fill in the necessary fields will trigger an error message..
1.4.3. Attempting to create a category using a name that is already in use will prevent successful creation.